Best Practice in the Use of the Scientific Names of Animals

Bulletin of Zoological Nomenclature 68(4) December 2011 313 Best practice in the use of the scientific names of animals: Support for editors of technical journals David Notton1, Ellinor Michel2, Natalie Dale-Skey2, Svetlana Nikolaeva2 & Steven Tracey2 1 Department of Entomology, The Natural History Museum, Cromwell Road, London 2 I.C.Z.N. Secretariat, c/o Natural History Museum, Cromwell Road, London, SW7 5BD, U.K. (e-mail: [email protected]) Contents: 1. Introduction 2. The Commission and the Code 3. General advice 4. Key concepts + Binominal names + Publication + Availability + Nomenclatural acts 5. Format of names – how to write names correctly + Standard formats for names + Use of italics + Alphabets and symbols that can be used + Shortening names to save space + Use of brackets around author name + Punctuation of names + Basing a species name on a personal name 6. Publication of works on paper and other durable media + Wide dissemination + Desirability of works on paper + Public accessibility of published works + Inclusion of disclaimers + Completeness of descriptions of new taxa + Specification of date + Bibliographic information on separates and preprints + Publication on other than specified date + Correction of date + Recent changes to the Code affecting publication 7. Publication of new species names + Criteria of availability for new species names + Recent changes to the Code affecting the availability of new names + General advice on the establishment and formation of new names + Citation of names 8. Lectotype designations 9. The future for electronic publication 314 Bulletin of Zoological Nomenclature 68(4) December 2011 10. ZooBank and the registration of names 11. Sources of information and advice 1. Introduction The International Commission on Zoological Nomenclature, also known as the ‘ICZN’ and ‘the Commission’, supports editors of technical journals in applying best practice to zoological nomenclature. This paper brings together selected topics of relevance to editors based on mentions of editors in the Code and experience of recent enquiries received by the ICZN Secretariat. It is necessarily technical but includes selected examples. Some topics could not be covered in detail but the Commission website has the complete and authoritative text of the 4th edition of the International Code of Zoological Nomenclature, also known as ‘the Code’, and a selection of FAQs: What is the remit of the ICZN?; What is the code?; How should zoological names be written?; What are type specimens for?; What is the difference between availability and validity of names?; I think I have a new species, how can I get it named?; If a name is incorrectly spelled, what do I do?; What are the critical works in zoological nomenclature?; Who is the type of Homo sapiens?; Is there such thing as ‘page priority’?; What is the status of ZooBank and registration?; Selling scientific names; Should I use Phylocode?; What is the status of the ICZN ruling on electronic-only publication of nomenclatural acts?; How can I help the ICZN? We advise editors to state that nomenclature must follow the 4th edition of the Code (1999) in your instructions to authors. We recommend that you cite the web address of the Commission where the online version of the Code can be accessed: http://iczn.org. Please make enquiries through the Commission’s website: http://iczn.org. 2. The Commission and the Code The Commission acts as adviser and arbiter for the zoological community mainly by producing the International Code of Zoological Nomenclature or ‘the Code’ – the set of rules for the scientific names of animals – and by resolving nomenclatural problems. The main purpose of the Code is to facilitate the communication of scientists by ensuring the stability and universality of zoological names. The introductory sections of the Code are worth reading for a general overview and the rules or ‘Articles’ of the Code are supplemented by ‘Recommendations’ which are advisory, not mandatory. Occasionally in specific cases where the precise application of the rules would threaten stability of nomenclature or cause confusion, the Commission has the power to issue rulings, called ‘Opinions’ or ‘Declarations’, suspending or modifying the rules in order to resolve the problem. The Code does not regulate vernacular (common) names, nor does it regulate taxonomists in subjective matters of taxonomic judgement. For example, the choice of which classification is correct for a particular group of animals is entirely a matter for taxonomists. 3. General advice To ensure effective peer review of taxonomic papers, we recommend that journals include expertise in zoological nomenclature among the editorial board and that this Bulletin of Zoological Nomenclature 68(4) December 2011 315 is considered when selecting reviewers. ICZN Commissioners can be approached to serve on editorial boards; a list of current Commissioners can be found here: http://iczn.org/commissioners. Editors should avoid publishing material which appears to contain any discour- tesy, or potentially offensive behaviour, or language (Appendix A: Code of Ethics). The Code does not yet recognise electronic publication (see section 9 below for more details) The Commission does not recognise the Phylocode and, to avoid confusion, recommends that the Phylocode is not used for publishing zoological names and nomenclatural acts. 4. Key concepts Some words used in nomenclature have technical definitions which differ from their everyday meanings; definitions are found in the Glossary of the Code. Key concepts are: Binominal names – Editors should ensure scientific names of animals are written following the Principle of binominal nomenclature (Article 5) so they can be easily recognised as such. See section 5 below for more on the format of names. Publication – For the purposes of the Code, publication is the issuing of a work: a) as a permanent scientific record; b) obtainable free of charge or by purchase; and c) simultaneously in numerous durable identical copies (Articles 8, 9). Published works have authorship (Chapter 11) and date (Chapter 5). Valid publication is a require- ment for the availability of names. Authors, editors or publishers may disclaim their own published works for the purposes of nomenclature (Article 8.3) if they do not wish new names to become available. Establishing publication dates is essential to determine the precedence of names which are synonyms or homonyms. See below for more details on publication (section 6) and electronic publication (section 9). Availability – Taxonomic papers commonly include descriptions of new taxa and the establishment of new names for the newly described taxa. Availability is a status which a name must gain before it is taken into account as a part of zoological nomenclature (Chapter 4). Names that are not available effectively do not exist for the purposes of zoological nomenclature and cannot be used. Names should be unique, unambiguous and universal and formed following precise rules (Formation of names, Chapter 7). Names are based on name-bearing types, the objective standard of reference for the application of scientific names of animals (Chapter 16). See section 7 below for more details on availability and the publication of new names. Nomenclatural Acts – Published acts which affect the nomenclatural status of a scientific name or the typification of a nominal taxon. 5. Format of names – how to write names correctly Standard formats for names + Following the Principle of Binominal Nomenclature (i.e. composed of two names) a species name or ‘binomen’ is a combination of a genus name (such as Apis) and a specific name (such as mellifera). The genus name is first, and must start with an upper-case letter, the specific name second, starting with a lower-case letter (Article 28; Appendix B.6). This shows the hierarchy between 316 Bulletin of Zoological Nomenclature 68(4) December 2011 genus and species; a genus may include a number of different species. A subspecies name follows the specific name of the species. A subgenus name is placed in parentheses between the name of the genus and the specific name. + Citing the author and date of publication is optional but often advisable (Article 51) and is added after the binominal name – Apis mellifera Linnaeus, 1758. This helps to avoid confusion between similar names and allows readers to find the original description. Use of italics – Binomens (genus and specific names) are conventionally written in italics (or other contrasting typeface) to distinguish the name from surrounding text. This is advisable, although not mandatory (Appendix B.6). Subgenera and subspecies are treated similarly. Family-group names, including superfamily, family, subfamily, tribe and subtribe, are not italicised. Alphabets and symbols that can be used – Only the 26-letters of the Latin alphabet a, b, c, d, e, f, g, h, i, j, k, l, m, n, o, p, q, r, s, t, u, v, w, x, y, z are used for scientific names of animals (Article 11.2). Usually the spelling in the original description is followed (Article 32), but accents or other marks, such as ‘é’, ‘ø’, ‘ü’, must be corrected by later users; gaps, apostrophes and hyphens are removed (except where the first element is a Latin letter used to describe a character of the taxon, e.g. c-album, Article 32.5.2.4.3) and numbers spelled out in letters (Article 32.5.2). Shortening names to save space + After its first mention in a work (excepting the title) the genus name in a binominal name can be shortened to one or more letters (Appendix B.11) for example, Apis mellifera can be written as A. mellifera. Two- (or more) letter abbreviations may be used when using two genus names with the same initial letter(s), e.g. Ae. for Aedes and An. for Anopheles, as they are often discussed in the same work. + It is advisable to write a species name with its author(s) and date at least once in a work (Recommendation 51A; Appendix B.10), usually on first mention.

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